Full-Time

Workday Business Systems Analyst

Posted on 12/19/2024

Addepar

Addepar

1,001-5,000 employees

Investment management software for financial professionals

Fintech
Financial Services

Compensation Overview

$85k - $133kAnnually

+ Bonus + Equity

Senior

Remote in USA

Category
IT Consulting
Consulting
Requirements
  • Bachelor’s degree in Computer Science, Information Systems, or equivalent, or equivalent
  • 5+ years of experience in Workday HCM (including Compensation, Security, Business Processes, Reporting and Dashboards)
  • Experience in at least one or more of the additional modules (Benefits, Absence, Peakon) is required
  • Project management experience, very comfortable working with all levels of an organization
  • Proficient in written communication, capable of creating user documentation efficiently
  • Excellent interpersonal, communication, and analytical skills.
Responsibilities
  • Workday configurations. Gather and analyze business requirements, recommending improvements to existing processes.
  • Collaborate with multi-functional teams to design and implement solutions that align with business needs.
  • Develop and maintain user documentation, including process maps, system configurations, test plans, and user guide documentation.
  • Provide technical support, troubleshooting, and problem resolution for systems.
  • Build and deliver reports and dashboards.

Addepar provides investment management software designed for financial professionals like asset managers and financial advisors. The platform aggregates and analyzes financial data, enabling users to make informed investment decisions. It allows for portfolio alignment with specific targets, modeling of asset allocations, and testing of hypothetical performance across various scenarios, including the management of illiquid assets. Addepar's software offers a comprehensive view of client portfolios, helping professionals optimize financial goals and cash flow. The company operates on a subscription model, which includes features for billing and fee management, ensuring transparency in costs. With a strong global presence and a focus on data-driven technology, Addepar aims to empower investment professionals to effectively navigate the financial landscape.

Company Stage

Late Stage VC

Total Funding

$625.3M

Headquarters

New York City, New York

Founded

2009

Growth & Insights
Headcount

6 month growth

9%

1 year growth

20%

2 year growth

31%
Simplify Jobs

Simplify's Take

What believers are saying

  • Addepar's new trading platform streamlines advisor workflows and provides deeper client insights.
  • Partnerships with firms like Corient enhance Addepar's market presence and client offerings.
  • Generative AI integration offers innovative solutions for data-driven investment management.

What critics are saying

  • Competition from established trading platforms like Charles Schwab may challenge Addepar's new platform.
  • AI integration exposes Addepar to potential risks in ethics and data privacy.
  • Resource strain from partnerships may impact service quality if demand exceeds capacity.

What makes Addepar unique

  • Addepar aggregates portfolio, market, and client data for over $4 trillion assets.
  • The platform integrates with 100+ partners, offering a comprehensive wealth management solution.
  • Addepar's Marketplace focuses on alternative and private market investments, enhancing investment options.

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Benefits

Equity: Stretch the idea of ownership beyond your day-to-day and take pride in being an owner in the growth of Addepar

Global Hybrid Workforce: Whether you work remotely or on-site, you’ll have the opportunity to build and collaborate with colleagues around the world

Flexible Time Off: Spend time traveling, celebrating with friends and family or relax on your schedule

Benefits Packages: Competitive medical, dental and vision benefits along with a monthly wellness allowance to keep you healthy and happy

Learning & Development Allowance: Your continued growth and development are important to us

Dynamic Team: Strong investment in the best talent at the intersection of technology and finance